Commercial Loan Assistant: Paperwork & Customer Service

D.L. Evans Bank

Caldwell (ID)

On-site

USD 34,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
FSA
401(k)
Employee Stock Ownership Plan
Paid Vacation
Sick Time
Life Insurance
Long-term Disability Insurance

Job summary

D.L. Evans Bank is seeking a Loan Assistant to provide clerical support for commercial lending activities under direct supervision. You will type, prepare, and file documents, open mail, and perform miscellaneous clerical tasks while delivering high quality service to customers.

The role involves coordinating with related departments and branches, handling loan payments, and ensuring accurate documentation. Join a community-focused bank with a long history of service.

Qualifications

  • Must be at least 18 years old.
  • High school diploma or GED required.
  • Experience helpful, particularly in a financial environment.
  • Basic knowledge of commercial and consumer loan services and procedures preferred.
  • Familiarity with general loan documentation helpful.
  • Accurate and attentive to detail.
  • Well organized.
  • Good typing skills.
  • Willing and able to help others.
  • Able to use a computer, adding machine, copy machine, and basic business equipment.
  • Able to get along well with coworkers.

Responsibilities

  • Processes loan payments and tracks insurance on business loans.
  • May monitor disbursements on construction and development loans.
  • Types a variety of documents, records, and reports.
  • Opens, sorts, and distributes mail.
  • Obtains and conveys information as needed.
  • Coordinates functions with related departments and Branches and provides support as needed.
  • Completes special projects as assigned.
  • Ensures that customers' requests and questions are promptly resolved.
  • Maintains and projects the Bank's professional reputation.
  • Helps other area personnel as required.
  • Keeps management informed of area activities and any significant problems or concerns.
  • Attends meetings as required.
  • Serves as a representative for D.L. Evans Bank in the community.
  • Promotes D.L. Evans Bank at all times.

Skills

Attention to detail
Well organized
Good typing skills
Willing and able to help others
Able to get along with coworkers

Education

High school diploma or GED

Tools

Computer
Adding machine
Copy machine
Basic office equipment

Job description

D.L. Evans Bank is seeking a Loan Assistant to provide clerical support for commercial lending activities under direct supervision. You will type, prepare, and file documents, open mail, and perform miscellaneous clerical tasks while delivering high quality service to customers.

The role involves coordinating with related departments and branches, handling loan payments, and ensuring accurate documentation. Join a community-focused bank with a long history of service.

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